Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| ENVESTNET, INC. | 119,040 | reported | 11 Sept 2023 | tx 214+701,863−827,918 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 Sept 2023 | TAX_WITHHOLDING | ENVESTNET, INC. | 473 | 50.08 USD | |
| 28 Aug 2023 | TAX_WITHHOLDING | ENVESTNET, INC. | 494 | 53.68 USD | |
| 09 Jun 2023 | TAX_WITHHOLDING | ENVESTNET, INC. | 473 | 54.22 USD | |
| 26 May 2023 | TAX_WITHHOLDING | ENVESTNET, INC. | 494 | 52.68 USD | |
| 10 Mar 2023 | TAX_WITHHOLDING | ENVESTNET, INC. | 473 | 56.65 USD | |
| 28 Feb 2023 | GRANT_AWARD | ENVESTNET, INC. | 4,039 | 0.00 USD | |
| 28 Feb 2023 | GRANT_AWARD | ENVESTNET, INC. | 9,699 | 0.00 USD | |
| 28 Feb 2023 | TAX_WITHHOLDING | ENVESTNET, INC. | 3,271 | 62.51 USD | |
| 24 Feb 2023 | EXERCISE | ENVESTNET, INC. | 8,000 | 15.34 USD | |
| 24 Feb 2023 | EXERCISE | ENVESTNET, INC. | 8,000 | 15.34 USD | deriv |
| 09 Dec 2022 | TAX_WITHHOLDING | ENVESTNET, INC. | 473 | 61.20 USD | |
| 28 Nov 2022 | TAX_WITHHOLDING | ENVESTNET, INC. | 441 | 57.25 USD | |
| 09 Sept 2022 | TAX_WITHHOLDING | ENVESTNET, INC. | 473 | 53.25 USD | |
| 26 Aug 2022 | TAX_WITHHOLDING | ENVESTNET, INC. | 441 | 53.81 USD | |
| 10 Jun 2022 | TAX_WITHHOLDING | ENVESTNET, INC. | 473 | 59.69 USD | |
| 27 May 2022 | TAX_WITHHOLDING | ENVESTNET, INC. | 441 | 67.09 USD | |
| 11 Mar 2022 | TAX_WITHHOLDING | ENVESTNET, INC. | 1,891 | 72.86 USD | |
| 28 Feb 2022 | GRANT_AWARD | ENVESTNET, INC. | 13,365 | 0.00 USD | |
| 28 Feb 2022 | GRANT_AWARD | ENVESTNET, INC. | 8,908 | 0.00 USD | |
| 28 Feb 2022 | TAX_WITHHOLDING | ENVESTNET, INC. | 4,710 | 74.82 USD | |
| 22 Feb 2022 | EXERCISE | ENVESTNET, INC. | 10,195 | 12.45 USD | |
| 22 Feb 2022 | EXERCISE | ENVESTNET, INC. | 10,195 | 12.45 USD | deriv |
| 29 Nov 2021 | TAX_WITHHOLDING | ENVESTNET, INC. | 762 | 76.90 USD | |
| 28 Aug 2021 | TAX_WITHHOLDING | ENVESTNET, INC. | 761 | 79.45 USD | |
| 28 May 2021 | TAX_WITHHOLDING | ENVESTNET, INC. | 761 | 71.97 USD |